Modern Banking and Accounting: Enhancing Client Relationships and Business Growth
In today’s fast-paced, digital-first world, client expectations are evolving, and modern banking platforms are empowering accountants to deliver more than just numbers. Join us for an engaging virtual panel discussion with Chris Hervochon, CPA, CVA (Founder of Better Way CPA) and Dan Luthi (COO of Ignite Spot Accounting) as we explore how modern banking transforms client experiences, workflows, and the accountant's role as a strategic partner. Hosted by Mercury—a banking platform designed specifically for startups and SMBs—this conversation will dive into the real-world impact of digital banking tools, how to support clients in transitioning from traditional banks, and the advantages of building strong partnerships with innovative banking platforms.
Our moderator, Twyla Verhelst, Head of Accounting Partnerships at Mercury, will choose from the submitted questions for a close-knit Q&A over Zoom.
Register today to learn how embracing modern banking can elevate your practice and help you meet the needs of today’s forward-thinking clients!
About Chris & Dan:
Chris was recognized by CPA Practice Advisor as 40 under 40 5x (2019-2023), is a 2018 graduate of the AICPA Leadership Academy and is the owner of the accounting firm Better Numbers. In his firm, Chris specializes in providing outsourced accounting, consulting and tax preparation services to professional service firms, particularly marketing and creative agencies. In 2023, Chris started a software company, Herv.ai, to automate the bookkeeping quality control workflow of accounting firms.
Dan is a Partner at Ignite Spot Accounting. For over a decade, Dan has worked closely with small businesses across the United States, helping them develop personalized accounting solutions that support both the business and its people. His work focuses on process development, system management, customer care, and business growth, always aiming to provide practical support to his clients.
This event was created in partnership with the members of the Mercury Raise community. This is a vetted community of early-stage founders. Click here to learn more and apply for the community.